Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Anthony Brcic is an investment advisor representative with B. Riley Wealth Advisors, Inc. Michael has been in the financial services industry since 1991 and has experience working with a variety of clients including individuals, corporations, charitable organizations, and pension and profit-sharing plans. Michael holds both Series 7 and Series 65 licenses, which means he can provide a range of financial services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
TX
01/04/2023 - Present
B. Riley Wealth Advisors, Inc. (THE WOODLANDS TX)
IL
08/19/2016 - 07/22/2022
NATIONAL SECURITIES CORPORATION (CHICAGO IL)
IL
01/03/2003 - 09/01/2016
OPPENHEIMER & CO. INC. (CHICAGO IL)
NY
05/13/1991 - 01/03/2003
CIBC WORLD MARKETS CORP. (NEW YORK NY)
IA
Issued 03/01/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/11/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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